Internal design preview - not for production - noindex, nofollow - do not link
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// interactive preview - one step at a time

Let's get your CRM ready.

About 90 seconds. You can skip anything and come back later - nothing is locked, everything has a default.

Step 1 of 6 - Brand name + logo
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// step 1 of 6

What's your brand called?

This is what appears on your quotes, contracts, and customer emails. You can change it any time in Settings.

2-60 characters. This shows up in email subjects and PDF headers, so keep it recognizable.
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Drag a file here, or click to browse
PNG or SVG - at least 200 x 200 - max 2 MB
SL
Placeholder logo (auto-generated)
We'll use this everywhere until you upload a real one
Autosave on